Site Overview Report

In today's fast-paced business environment, having a clear and concise view of your operations is paramount. ServiceCore's latest offering, the Site Overview Report, is designed to provide you with a holistic view of all your sites, ensuring you're always in the know. Dive deep into the intricacies of each site, understand job types, and get a grip on the rentals associated with them. Let's delve into the key features and how you can make the most of this report.

Key Features:

    • Comprehensive View: Get a complete overview of all sites, accompanied by a summary of job types and the rentals linked to them.
    • Snapshot Metrics: Gain quick insights into total sites, rentals, jobs, ongoing jobs, and completed jobs.
    • Site Categorization: Easily categorize and view breakdowns of sites by type.
    • Contact Management: Swiftly locate and export site contacts for seamless communication.

How to Access the Site Overview Report

To do access the Site Overview Report, follow these steps:

  1. Head over to the Reports section of ServiceCore
  2. Under "Standard Reporting," click "Site Overview Report"

About Rental Overview Report Filters

The Site Overview Report offers a range of filters to help you narrow down and view specific data:

  1. Job Indicator: Determine which sites have active jobs and which don't.
  2. Customer Details: Filter by specific customer numbers or names for targeted insights.
  3. Site Specifics: Focus on particular site numbers or categorize by the type assigned to each site.
  4. Geographical Filters: Zone in on specific cities or states for a regional analysis.

How to Export the Site Overview Report:

Exporting your Site Overview Report is a breeze. Whether you prefer CSV or Excel, here's how to do it:

  1. First, ensure you've set up all the appropriate filters to capture the data you want.
  2. Hover your mouse cursor over the "Details" portion of the report.
  3. As you hover, you'll notice three vertical dots appearing on the top right.
  4. Click on these dots.
  5. From the dropdown, select Export.
  6. Choose your preferred export format, either CSV or Excel.
  7. Patiently wait for your download to initiate and appear.

By offering a comprehensive view of your sites, coupled with the flexibility of filters and easy export options, ServiceCore ensures you're always a step ahead. Dive in, explore, and let data drive your success!

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